Anthem (ANTM) is selling at a deep discount for reasons unrelated to the company's performance. The shares largely mirror a health sector that languished in relation to the S&P 500. Although Healthcare is the second best performing sector since 1970, it has lagged the broader index for four consecutive years.
There is more than one facet of this business that will result in billion-dollar-plus changes in the company's revenues. I believe these positives are under-reported by pundits and under-appreciated by most investors.
This article provides insight into Anthem's strengths as well as the headwinds faced